What Clients Should Know About Gifting Stocks: Tax Strategies Scan

December 2014
Financial-planning.com;12/26/2014, p7
The article offers several tax-related strategies. Topics covered include the benefit of giving shares of appreciable stock as a gift to children or parents to lower taxes, the recommended donating of stocks that have appreciated since the time of purchase to charities and the need for taxpayers to examine their financial situation. Also mentioned is the opportunity for households to engage in tax planning to save on taxes.


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